Pfg Private Wealth Management, LLC New Holdings in Q3 2025

Pfg Private Wealth Management, LLC

  • $207 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
29.5K
New
$433.97 - $484.08 $12.8M - $14.3M
29.5K $14.1M
VTV
Vanguard Value ETF

ETFs
58.8K
New
$175.51 - $186.57 $10.3M - $11M
58.8K $11M
AVUV
American Centy ETF Tr Avantis

ETFs
80.4K
New
$90.37 - $102.12 $7.27M - $8.21M
80.4K $8.01M
PTRB
Pgim ETF Tr Total Return Bd Et

ETFs
183K
New
$41.18 - $42.48 $7.52M - $7.76M
183K $7.71M
GLDM
World Gold Trust

ETFs
94.4K
New
$64.73 - $76.45 $6.11M - $7.22M
94.4K $7.22M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
75.5K
New
$87.69 - $96.0 $6.62M - $7.25M
75.5K $7.12M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
151K
New
$36.04 - $38.78 $5.44M - $5.85M
151K $5.82M
DFAE
Dimensional ETF Tr

ETFs
179K
New
$28.84 - $31.84 $5.16M - $5.69M
179K $5.64M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
70.9K
New
$68.24 - $73.73 $4.84M - $5.23M
70.9K $5.21M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
114K
New
$39.8 - $42.86 $4.53M - $4.88M
114K $4.87M
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
27.7K
New
$161.6 - $171.2 $4.48M - $4.74M
27.7K $4.74M
SPTL
Spdr Portfolio Long Term Treas

ETFs
166K
New
$25.67 - $27.21 $4.27M - $4.52M
166K $4.48M
DFIS
Dimensional ETF Tr Dimensional

ETFs
141K
New
$29.65 - $31.77 $4.17M - $4.47M
141K $4.45M
DFAR
Dimensional ETF Tr Dimensional

ETFs
175K
New
$22.9 - $24.1 $4M - $4.21M
175K $4.17M
VBR
Vanguard Small Cap Value ETF

ETFs
17.5K
New
$195.41 - $212.37 $3.42M - $3.72M
17.5K $3.65M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
76.6K
New
$42.67 - $46.91 $3.27M - $3.59M
76.6K $3.59M
TSLA
Tesla, Inc.

Consumer Cyclical
7.53K
New
$293.94 - $444.72 $2.21M - $3.35M
7.53K $3.35M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
58.2K
New
$49.43 - $54.52 $2.88M - $3.17M
58.2K $3.15M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
31K
New
$100.16 - $100.7 $3.1M - $3.12M
31K $3.12M
DFAI
Dimensional ETF Tr

ETFs
74.2K
New
$34.05 - $36.55 $2.53M - $2.71M
74.2K $2.7M
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
101K
New
$25.83 - $26.47 $2.61M - $2.67M
101K $2.66M
VBK
Vanguard Small Cap Growth ETF

ETFs
7.82K
New
$276.51 - $305.12 $2.16M - $2.39M
7.82K $2.33M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
16K
New
$133.48 - $144.38 $2.14M - $2.31M
16K $2.28M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
36.1K
New
$48.5 - $50.19 $1.75M - $1.81M
36.1K $1.81M
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.55K
New
$546.99 - $602.2 $1.39M - $1.53M
2.55K $1.53M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
27.4K
New
$52.12 - $55.33 $1.43M - $1.51M
27.4K $1.51M
AVDE
American Centy ETF Tr Avantis

ETFs
19K
New
$73.24 - $79.04 $1.39M - $1.5M
19K $1.5M
MINO
Pimco ETF Tr Municipal Income

ETFs
32.3K
New
$43.6 - $45.33 $1.41M - $1.46M
32.3K $1.46M
BND
Vanguard Bd Index Fd Inc Total

ETFs
19.2K
New
$72.57 - $74.72 $1.4M - $1.44M
19.2K $1.43M
VNQ
Vanguard Specialized Funds Van

ETFs
12.2K
New
$88.47 - $93.24 $1.08M - $1.14M
12.2K $1.12M
DFAT
Dimensional ETF Tr U S Target

ETFs
19.1K
New
$53.36 - $59.69 $1.02M - $1.14M
19.1K $1.11M
IWF
Ishares Russell 1000 Gr ETF

ETFs
2.25K
New
$420.11 - $472.68 $944K - $1.06M
2.25K $1.05M
GOOGL
Alphabet Inc.

Communication Services
4.28K
New
$174.36 - $254.72 $747K - $1.09M
4.28K $1.04M
VB
Vanguard Small Cap ETF

ETFs
3.77K
New
$237.58 - $259.17 $896K - $978K
3.77K $959K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
30.4K
New
$28.38 - $29.05 $863K - $883K
30.4K $878K
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
18K
New
$47.18 - $48.17 $850K - $868K
18K $864K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
18.6K
New
$42.26 - $47.16 $787K - $878K
18.6K $862K
AOR
Ishares Tr Core Growth Allocat

ETFs
12.6K
New
$60.99 - $64.39 $766K - $809K
12.6K $808K
BRK-A
Berkshire Hathaway Inc

Financial Services
1
New
$692600.0 - $759798.0 $693K - $760K
1 $754K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
2.25K
New
$284.45 - $324.95 $639K - $730K
2.25K $719K
IVE
Ishares S&P 500 Value ETF

ETFs
3.22K
New
$194.44 - $206.51 $626K - $665K
3.22K $665K
VONV
Vanguard Russell 1000 Value Et

ETFs
7.41K
New
$84.55 - $89.54 $626K - $663K
7.41K $661K
AOA
Ishares Tr Core Aggressive All

ETFs
7.51K
New
$82.71 - $88.14 $621K - $662K
7.51K $661K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
7.93K
New
$72.04 - $77.35 $571K - $613K
7.93K $608K
PLTR
Palantir Technologies Inc.

Technology
2.57K
New
$130.68 - $186.97 $336K - $480K
2.57K $468K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.82K
New
$236.25 - $257.69 $431K - $470K
1.82K $467K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
5.22K
New
$79.39 - $90.39 $414K - $472K
5.22K $462K
MELI
Mercadolibre Inc

Consumer Cyclical
182
New
$2292.04 - $2514.05 $417K - $458K
182 $425K
JPM
Jpmorgan Chase & CO

Financial Services
1.34K
New
$282.78 - $316.06 $379K - $424K
1.34K $422K
Activity Summary
Buys All Purchases 109 New Holdings 99 Increased Positions 10 Sells All Sells 8 Reductions 8 Sold out 0 Options Calls 0 Puts 0
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